+407.6%
IRMD vs VOO
+321.7%
+85.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | -5.5% | -2.0% | -3.5% | -3.9% |
| 30D | -7.7% | -1.7% | -6.1% | -6.5% |
| 3M | -14.5% | +4.7% | -19.3% | -18.0% |
| 6M | -16.9% | +12.6% | -29.4% | -24.9% |
| YTD | -15.3% | +11.8% | -27.0% | -23.0% |
| 1Y | +16.1% | +17.5% | -1.5% | +1.1% |
| 3Y | +81.6% | +77.0% | +4.6% | +12.1% |
| 5Y | +161.3% | +82.6% | +78.7% | +58.9% |
| All | +407.6% | +321.7% | +85.9% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling